Dale Philips

from Advisor Share Wealth Management
SEC regulated
Regulated Investment Advisor
Dale Philips is a financial advisor based in Washington, Bellevue, with 40 years of experience. Dale currently works for Advisor Share Wealth Management. Dale maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Dale Philips works at Advisor Share Wealth Management
Advisor Share Wealth Management is a financial advisory firm based in Bellevue, Washington. It currently has approximately $11,300,000 of assets under management and employs about 2 people. Advisor Share Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
13231 Se 36th Street, Suite 215, Bellevue, Washington, 98006

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